SEO / AEO / GEO at Scale for financial advisors and RIAs.
Site looks like every other RIA's, the SEC Marketing Rule update opened the door to testimonials but the firm hasn't capitalized, and lead-gen is still cold-LinkedIn or COI referrals.
SEO / AEO / GEO at Scale, built for the way financial advisors and RIAs actually win work.
Keyword research targeted at financial advisors and RIAs
We map the questions principal advisor, managing director, or marketing lead prospects actually type — including long-tail "financial advisor" queries that flagship pages can't rank for.
Programmatic content at AI scale
Multi-LLM generation with editorial review on flagship pages. The kind of footprint that's economically impossible with human-only writing.
AEO + GEO formatting baked in
Quick Answer boxes, FAQ schema, citation-ready statements. Built so ChatGPT, Perplexity, and Google AI Overviews quote you instead of your competitors.
Internal linking automation
Every new page strengthens the cluster automatically. No manual link-building, no orphan pages.
Investment range for financial advisors and RIAs.
Pricing reflects compliance review overhead; still meaningfully under Scorpion and PaperStreet for similar scope.
What good looks like for financial advisors and RIAs.
We work with principal advisor, managing director, or marketing leads at financial advisors and RIAs who are tired of site looks like every other ria's, the sec marketing rule update opened the door to testimonials but the firm hasn't. Most engagements start with a Diagnostic & Roadmap so we agree on what to build before we build it.
Questions financial advisors and RIAs ask us.
Do you actually work with financial advisors and RIAs?
Yes. SEO / AEO / GEO at Scale for financial advisors and RIAs is one of our active engagement types. We start with a 15-min discovery call to confirm fit before any scope or pricing.
What does this cost for financial advisors and RIAs?
$3,500–$6,500/mo · 3-month Pilot from $2,500. Pricing reflects compliance review overhead; still meaningfully under Scorpion and PaperStreet for similar scope.
How does this work with our existing tools?
We integrate with eMoney, Redtail, Wealthbox and the rest of your stack. We don't ask you to switch platforms — we wire into what you already pay for.
The SEC Marketing Rule makes our compliance team kill every campaign before it ships?
Fair concern. SEO / AEO / GEO at Scale for financial advisors and RIAs is built specifically against this objection — not a generic agency template forced onto your vertical. We've worked under SEC Marketing Rule (Rule 206(4)-1) and FINRA advertising rules before — every asset is reviewable, every claim is sourced. The 15-min call is the cheapest way to find out if we're full of it.
See if SiteLyft is the right fit for your financial advisors and RIA.
15-min discovery call. We confirm fit, talk scope, and quote in writing within 24 hours. No pressure, no auto-renewing retainer.